Legacy Sips & Tips with Lindsay Podcast By Lindsay Wheeler cover art

Legacy Sips & Tips with Lindsay

Legacy Sips & Tips with Lindsay

By: Lindsay Wheeler
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Legacy Sips & Tips with Lindsay!
Learn from Lindsay Wheeler, founder of High Sierra Legal and Your Estate Plan, on how to prepare for the inevitable and protect your Legacy through estate planning. And to make discussing dying a little more fun, she will also be talking about wine, travel, entrepreneurship, and all things snow!
Lindsay brings 20+ years of experience in the legal field and went to law school so you don't have to. She is a passionate entrepreneur, outdoor enthusiast, and wine snob.
Listen to her tell-it-like-it-is (let's be real) fun and hilarious discussions each week or so on how to make sure your family and loved ones are protected if you aren't here, mind shifts to pursue your best life, fancy and not so fancy wines, traveling the world, and of course snowboarding.
Follow Lindsay on IG @SipsAndTipsWithLindsay and TikTok @SipsAndTipsWithLindsay
For more resources and to get Your Estate Plan in place, visit https://www.yourestateplan.online

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Episodes
  • E:51-Funding Your Trust-Key Steps People Miss

    E:51-Funding Your Trust-Key Steps People Miss
    Jun 25 2025

    Ahoy, estate planning enthusiasts! In this episode of Sips and Tips with Lindsay, we set sail into the world of trusts with a pirate-themed crash course on funding your estate plan. Lindsay breaks down the essentials of creating and "filling" your pirate chest, with treasures like property, bank accounts, vehicles, and even crypto. Learn why funding your trust is crucial to avoid leaving an empty chest for your loved ones and discover actionable steps to transfer your assets into this secure entity.

    Wine Talk:
    2019
    Rancho Victoria
    La Donza-Blend
    Amador County, CA

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    Follow Lindsay on IG @SipsAndTipsWithLindsay and TikTok @SipsAndTipsWithLindsay

    For more resources and to get Your Estate Plan in place, visit https://www.yourestateplan.online

    Want to learn more? Check out our [Free] Webinar HERE
    Get started with our Cover Your A$$ets Workbook
    Create Your Estate Plan HERE
    Show more Show less
    12 mins
  • E:50- What to do After Your Divorce

    E:50- What to do After Your Divorce
    Jun 11 2025

    Divorce is tough, but forgetting to update your estate plan afterward? That’s a disaster waiting to happen. In this episode, Lindsay dives into the critical steps you need to take to protect your assets, ensure your intentions are honored, and avoid your ex ending up on your yacht with their new pool boy. From untangling beneficiary designations to updating guardianship nominations for your kids, Lindsay walks you through the must-dos post-divorce. Grab a glass of your favourite wine and tune in for practical tips, a dash of humor, and the real talk you didn’t know you needed.

    Wine Talk:
    2013
    Cantiga Wineworks
    Chardonnay
    Sierra Foothills, CA

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    Follow Lindsay on IG @SipsAndTipsWithLindsay and TikTok @SipsAndTipsWithLindsay

    For more resources and to get Your Estate Plan in place, visit https://www.yourestateplan.online

    Want to learn more? Check out our [Free] Webinar HERE
    Get started with our Cover Your A$$ets Workbook
    Create Your Estate Plan HERE
    Show more Show less
    10 mins
  • E:49- All the single ladies, all the single ladies!

    E:49- All the single ladies, all the single ladies!
    May 28 2025

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    Follow Lindsay on IG @SipsAndTipsWithLindsay and TikTok @SipsAndTipsWithLindsay

    For more resources and to get Your Estate Plan in place, visit https://www.yourestateplan.online

    Want to learn more? Check out our [Free] Webinar HERE
    Get started with our Cover Your A$$ets Workbook
    Create Your Estate Plan HERE
    Show more Show less
    13 mins
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